Clint Snead, Cfa Email & Phone Number

The world is under a constant rate of change and the pace of innovation is not slowing but is expected to increase in the next few decades. Is the advice you want aligned to help you navigate these risks and opportunities? Financial counsel from a stewardship perspective should help you make the necessary adjustments and avoid potential conflicts of interest. Let’s face it, every single decision we make will impact our future destiny. As an independent registered investment advisor, I have a fiduciary responsibility to each client. I understand how each wealth planning decision will impact their life.Best ways I can help▪️Wealth Planning - a comprehensive plan should adapt as your life changes and should serve as the blueprint to build upon. For more information, please see our 10 Wealth Planning Areas (link)▪️Asset Management - clients appreciate our approach to help spread risk and improve their diversification by looking beyond just the traditional stock and bond markets. (link)▪️Alternative Investing - investing away from traditional asset classes has a different set of risks and return profiles, we take the time that busy professionals don’t have to complete the necessary research and due-diligence to uncover the right mix of alternatives. (link)▪️Legacy Planning - it is one thing to pick the next individual to receive your estate and another to ensure that they are prepared and ready to handle the role as a steward.▪️Self Directed IRA & Small Business Retirement Plan Consulting - to help you navigate the regulatory requirements to diversify your tax deferred accounts into alternative investments.Read more: http://www.boxfinancial.com/blog

Listed skills include Investments, Portfolio Management, Strategic Financial Planning, Financial Analysis, and 46 others.